Adviser Profile
| As of Date | 03/09/2026 |
| Registration | SEC, Approved, 04/28/2025 |
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| Former registrations | |
| ADV Location | ALTOONA, WI, United States |
| Contact Info | 715 xxxxxxx |
| Websites |
| AUM* | 132,294,100 26% |
| of that, discretionary | 132,294,100 26% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 195,124 18% |
| % High Net Worth | 16.46% 26% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
132M
113M
94M
76M
57M
38M
19M
2025
2026
Private Funds
No private funds